The Big Picture

OCTOBER 5, 2024

The weekend is here! Pour yourself a mug of Colombia Tolima Los Brasiles Peaberry Organic coffee, grab a seat outside, and get ready for our longer-form weekend reads: • After Shark Tank, Mark Cuban Just Wants to Break S**t—Especially the Prescription Drug Industry : The billionaire is done with his hit TV show, but he’s still invested in fighting pharma’s middlemen, being a dad, and needling Elon Musk. ( Wired ) • Is the World Really Running Out of Sand?

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Nonprofit Healthcare Engineering Investments 162

Calculated Risk

OCTOBER 5, 2024

The key economic report this week is September CPI. Other key indicators include September PPI and the August trade deficit. -- Monday, October 7th -- No major economic releases scheduled. -- Tuesday, October 8th -- 6:00 AM: NFIB Small Business Optimism Index for September. 8:30 AM: Trade Balance report for August from the Census Bureau. The consensus is for the deficit to be $71.4 billion in August, from $78.8 billion in July.

Economics 64

Economics 64

Harness Wealth

OCTOBER 5, 2024

Key Takeaways: A secondary sale allows private company shareholders, such as employees or early investors, to sell their shares to third-party buyers. Before attempting a secondary sale, employees should review their stock option agreement or stock purchase agreement to understand any restrictions as some companies impose limits on how employees can sell their shares.

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Calculated Risk

OCTOBER 5, 2024

At the Calculated Risk Real Estate Newsletter this week: Click on graph for larger image. • FHFA’s National Mortgage Database: Outstanding Mortgage Rates, LTV and Credit Scores • Moody's: Apartment Vacancy Rate Unchanged in Q3; Office Vacancy Rate at Record High • Freddie Mac House Price Index Increased Slightly in August; Up 3.7% Year-over-year • Asking Rents Mostly Unchanged Year-over-year • Final Look at Local Housing Markets in August and a Look Ahead to September Sales This is usually publi

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Sales Marketing Marketing 59

Speaker: Duke Heninger, Partner and Fractional CFO at Ampleo & Creator of CFO System

Are you ready to elevate your accounting processes for 2025? 🚀 Join us for an exclusive webinar led by Duke Heninger, a seasoned fractional CFO and CPA passionate about transforming back-office operations for finance teams. This session will cover critical best practices and process improvements tailored specifically for accounting professionals.

Accounting

Discipline Funds

OCTOBER 5, 2024

Here are some things I think I am thinking about this weekend: 1) Pension Funds Underperforming the S&P 500. Here’s an article criticizing the poor returns in the San Francisco pension system. The fund has a target return of 7.5%, but has only hit that target in 5 of the last 10 years. Given San Francisco’s budget woes there has been some questioning of this allocation.

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Risk Tolerance Assets Banking Budgeting 52

Validea

OCTOBER 5, 2024

Michael Mauboussin on the importance of base rates in investing and life. Follow Excess Returns on TikTok to hear top investing lessons from top investors, market experts and thought leaders. Follow Excess Returns on TikTok @excessreturnspodcast Michael Mauboussin on the importance of base rates in investing and life. investing stocks #theonelesson ♬ original sound – Excess Returns – Excess Returns The post The One Lesson: Michael Mauboussin & Base Rates appeared first on Validea

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Investments Investing Marketing Marketing 52

Advisor Perspectives

OCTOBER 5, 2024

When looking at the increasingly complex structure of corporate lending in the present day, it can be easy to lose sight of the purpose of private credit and its lasting value to investors.

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The Big Picture

OCTOBER 5, 2024

Transcript: The transcript from this week’s, MiB: Kyla Scanlon on Vibecessions & Gen Z , is below. You can stream and download our full conversation, including any podcast extras, on Apple Podcasts , Spotify , YouTube , and Bloomberg. All of our earlier podcasts on your favorite pod hosts can be found here. ~~~ 00:00:02 [Speaker Changed] Bloomberg Audio Studios, podcasts, radio News. 00:00:09 [Speaker Changed] This is Masters in business with Barry Riol on Bloomberg Radio. 00:00:15 [Speaker

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Economy Education Insurance Economics 162

Advisor Perspectives

OCTOBER 5, 2024

As we look at today’s economy and financial markets, we are at a crossroads: Will it be a long straight highway to a soft landing, or will it be a bumpy road to recession?

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Economy Financial Market Marketing Marketing 52

Speaker: Abdi Ali, Sr. Lease Accounting Consultant

Join this insightful webinar with industry expert Abdi Ali, who will discuss the challenges that can arise from managing lease accounting with spreadsheets! He will share real-world examples of errors, compliance issues, and risks that may be present within your spreadsheets. Learn how these tools, while useful, can sometimes lead to inefficiencies that affect your time, resources, and peace of mind.

Accounting

Abnormal Returns

OCTOBER 5, 2024

Autos Why self-driving cars will eventually become mundane. (allenpike.com) Waymo is going to buy US-made Hyundai EVs. (bloomberg.com) The biggest barrier to EV adoption is charging. (sherwood.news) Bi-directional charging is a big feature of EVs. (theatlantic.com) What is 'restomodding'? (gq.com) Transport Toyota ($TM) is inesting $500 million in Joby Aviation ($JOBY).

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Advisor Perspectives

OCTOBER 5, 2024

Surprisingly strong hiring in September has taken pressure off the Federal Reserve by reducing worries over the US labor market, giving policymakers room to continue cutting interest rates at a more gradual pace in coming months.

Marketing 52

Marketing Marketing 52

Advisor Perspectives

OCTOBER 5, 2024

The dollar is about to notch its best week in two years. Geopolitical unrest, the odds of lower borrowing costs overseas and a resilient US economy are all spurring the world’s reserve currency higher.

Economy 52

Economy 52

Advisor Perspectives

OCTOBER 5, 2024

Investors can use this Natixis ETF to lock in robust income and capital appreciation, while generating security against equity volatility.

Marketing 40

Marketing Marketing 40

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Planning

Advisor Perspectives

OCTOBER 5, 2024

Investors have been embracing actively managed fixed income ETFs in 2024. The latest suite of active ETFs to catch my eye are from State Street Global Advisors.

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Management 40

Advisor Perspectives

OCTOBER 5, 2024

Facebook parent Meta Platforms Inc. debuted a new artificial intelligence tool that can generate or edit videos based on a simple text prompt, elevating competition with rivals like OpenAI and Google in the race to develop the world’s most advanced AI technology.

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